Creating an Account for a New Shared Platform Project

When a new project joins the Shared Platform, the Coordinators are responsible for creating an Account and Fund(s) for the Project. Accounts are required because they house important contact information about the project that isn't available through their Fund record. Accounts will also become more important as we maximize Salesforce functionality through things like the custom Contracts object.

  1. Navigate to the Accounts tab and click New. Leave record type as default - Organization
  2. Populate the following fields:
    • Account Name: MakeWay - Project Name
    • Type: Charity-Canada
    • Contact Information: If you don't have this information, make a note to add it as it becomes available
    • Address: If you don't have this information, make a note to add it as it becomes available